By VanEck
The investment landscape for global resources is evolving as the global economy strives to balance sustainability with the needs of a growing population. We take a closer look at the transformation taking place and what it means for investors in our Resources Transition in 2022 study.
Among the most critical issues today is the supply of key minerals for renewable energy technologies amid the shift away from fossil fuels, but the resources transition stretches well beyond energy. It extends across industries to include agriculture, land use markets, food production and more as companies seek innovative solutions for accessing, producing, distributing, consuming and optimizing the use of goods and services.
The resource transition is underway though still in early stages, and is currently progressing against a supportive economic backdrop that further emphasizes the opportunities in this space. Raw materials prices remain elevated, and as we noted before, in times of sustained, modest inflation and positive growth, global resources historically outperform other asset classes.
For an in-depth analysis of the resources transition and how we believe it is creating and driving investment opportunities for years to come, sign up to access the full Resources Transition in 2022 study. Topics include:
- The supportive macro environment
- Opportunities powered by the resources transition
- Reflecting the resources transition in investment portfolios
- Accessing the opportunity
Originally published by VanEck on November 5, 2021.
For more news, information, and strategy, visit the Beyond Basic Beta Channel.
DISCLOSURES
Please note that VanEck may offer investments products that invest in the asset class(es) or industries included herein.
This is not an offer to buy or sell, or recommendation to buy or sell any of the securities mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. The information herein represents the opinion of the author(s), but not necessarily those of VanEck.
ESG investing is qualitative and subjective by nature, and there is no guarantee that the factors utilized by VanEck or any judgment exercised by VanEck will reflect the opinions of any particular investor. Information regarding responsible practices is obtained through voluntary or third-party reporting, which may not be accurate or complete, and VanEck is dependent on such information to evaluate a company’s commitment to, or implementation of, responsible practices. Socially responsible norms differ by region. There is no assurance that the socially responsible investing strategy and techniques employed will be successful.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results.
